McIlrath & Eck’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $123K | Sell |
|
|||||
|
2025
Q2 | $115K | Sell |
|
|||||
|
2025
Q1 | $123K | Buy |
|
|||||
|
2024
Q4 | $128K | Sell |
|
|||||
|
2024
Q3 | $139K | Sell |
|
|||||
|
2024
Q2 | $138K | Sell |
|
|||||
|
2024
Q1 | $138K | Sell |
|
|||||
|
2023
Q4 | $127K | Sell |
|
|||||
|
2023
Q3 | $116K | Buy |
|
|||||
|
2023
Q2 | $116K | Sell |
|
|||||
|
2023
Q1 | $112K | Buy |
|
|||||
|
2022
Q4 | $69.3K | Sell |
|
|||||
|
2022
Q3 | $123K | Buy |
|